Pipedrive
Freshsales Contacts5 fieldsHow to import Pipedrive data into Freshsales
Moving from Pipedrive to Freshsales? Pipedrive exports a single 'Person - Name' field, which the template splits into first_name and last_name for Freshsales. Email, phone, and organization map to Freshsales's snake_case fields. Freshsales requires last_name on every contact, and a single-word name goes to First Name and leaves Last Name empty, so those rows will need a last name added before import. Freshsales splits phone numbers into Work and Mobile; Pipedrive only exports one phone column, so we map it to Work by default.
Field-by-field mapping
This is the complete column mapping from Pipedrive to Freshsales. The left column is the header in your CSV export. The right column is the Freshsales field it should map to.
| Pipedrive column | Freshsales field | |
|---|---|---|
| Person - Name | First Namefirst_name Pipedrive's contacts export ships the full name in a single Person - Name column. The first space-separated word is taken as the first name. TransformSplit on first space | |
| Person - Name | Last Name*last_name Freshsales requires Last Name. The rest of the Person - Name after the first space is taken. A single-word name leaves Last Name empty, so the row will fail to import. Scan your CSV for single-word names before running and add a last name where possible. TransformSplit on first space | |
| Person - Email | Emailemail TransformLowercased and trimmed | |
| Person - Phone | Work Numberwork_number Freshsales splits phone into Work and Mobile. Pipedrive only exports one phone column, so we map it to Work by default. TransformStandardized to international format (+1, +44, etc.) | |
| Person - Organization | Company Namecompany_name |
Required by Freshsales.
Columns we don't use
Your Pipedrive export includes 1 column this template doesn't map. Each one below explains why, plus the workaround if you want the data in Freshsales.
- Person - Label
Pipedrive labels (Hot lead, Customer, etc.) don't map directly to a Freshsales Contact field. Freshsales uses Lifecycle Stage and Lead Status as its segmentation fields.
If you need it. After import, map Pipedrive label values to Freshsales's Lifecycle Stage. Or add a custom single-select field on the Freshsales Contact called Pipedrive Label and re-run this template to map it.
Formatting and cleanup
Pipedrive exports rarely match the format Freshsales expects. Fix these before you import.
- 1.Splits Person - Name into first_name and last_name (e.g. 'Jane Smith' becomes 'Jane' + 'Smith')
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Renames Pipedrive columns to Freshsales's snake_case API names
- 5.Maps Person - Phone to Freshsales's work_number field by default
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Pipedrive export and download a clean, import-ready file for Freshsales.
Pipedrive to Freshsales FAQ
How do I export contacts from Pipedrive?
Go to Contacts (People), apply any filters you need, click the three-dot menu, and select 'Export to spreadsheet' as CSV.
How does the Person - Name column split?
Pipedrive's contacts export ships the full name in one Person - Name column. The template splits it into First Name and Last Name on the first space. A single-word name goes to First Name and leaves Last Name empty. Freshsales requires Last Name, so rows with single-word names will fail to import. Scan your CSV for single-word names before running and add a last name where possible.
Why does Person - Phone go to work_number?
Freshsales splits phone numbers into Work and Mobile. Pipedrive only exports one phone column without labeling it. We default to work_number; if your Pipedrive phones are consistently mobile numbers, remap to mobile_number after upload.
What about Pipedrive deals and pipeline data?
This template handles contact records only. Deals, activities, and pipeline stages require separate exports and a different import process in Freshsales.
Will this create duplicate contacts in Freshsales?
Freshsales uses email as the unique identifier on contacts. Contacts with matching emails update the existing record. New emails create new contacts.
